# WHEELER REAL ESTATE INVT TR CV PFD SER B

WHEELER REAL ESTATE INVT TR CV PFD SER B is a security (CUSIP 963025309) tracked across SEC portfolio filings. 13 institutional managers reported $8.8M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $1.1M via N-PORT as of 2026-03-31.

## Summary

- Issuer: WHEELER REAL ESTATE INVT TR
- Class: CV PFD SER B
- CUSIP: 963025309
- Asset category: EP
- 13F holders: 13
- 13F value: $8.8M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $1.1M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Stilwell Value LLC](https://search.stillhousedata.com/firm/160697) | New York, NY | $5.1M | 735,466 |
| Magnetar Financial LLC | Evanston, IL | $1.6M | 218,512 |
| [Ursa Fund Management, LLC](https://search.stillhousedata.com/firm/283363) | Orinda, CA | $1.1M | 160,000 |
| [NEXPOINT ASSET MANAGEMENT, L.P.](https://search.stillhousedata.com/firm/149653) | Dallas, TX | $572K | 82,301 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $159K | 22,865 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $73K | 10,432 |
| [WOLVERINE ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/138907) | CHICAGO, IL | $42K | 6,071 |
| Daytona Street Capital LLC | SAINT LOUIS, MO | $38K | 3,624 |
| Clear Street Group Inc. | NEW YORK, NY | $17K | 2,500 |
| [CLEAR STREET LLC](https://search.stillhousedata.com/firm/288933) | NEW YORK, NY | $10K | 2,500 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $5K | 660 |
| UBS Group AG | Zurich, V8 | $7 | 1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| Highland Opportunities and Income Fund | Highland Opportunities and Income Fund | $1.1M | 18.25% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/963025309.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.